Defining a process level

A process level is an organizational level defined within the HR company structure. Within the HR company structure, process levels fall below companies and above departments. A process level can belong to only one company, but it can have multiple departments below it in the HR company structure. You must define at least one process level in your HR company structure. This procedure outlines the process of setting up process levels.

Before you define a process level, you must define a company. See Defining a company.

Procedure flow: Defining process levels

To define a process level

  1. Access Process Level (HR01.1).
  2. If the process level uses a different address than the company, define the process level address. Use the following guidelines to enter field values:
    Status

    Set the status flag to Active.

    When you no longer use a process level you set it to inactive. See Options for defining a process level.

    Work Country

    The country in which the process level operates. The company must use multiple work countries if you want to select a country other than the one assigned to the company.

  3. Define tax reporting identity for the process level in the Independent field.
    If Select
    the process level has its own tax reporting ID Independent
    the process level has its own unemployment experience rate Independent
    the process level uses the same tax reporting ID as the company Dependent
    the process level uses the same tax reporting ID as another independent process level Dependent
  4. If you use the Infor Payroll application, define payroll options. Use the following guidelines to enter the field value:
    Create Distributions

    Select whether the system creates payroll distribution history when you run Payroll Close (PR197). Distribution history provides data for detail drill arounds, and reversing general ledger entries for voided payments.

    Caution: 
    If you do not create distribution history no data is available for detail drill arounds, and when you void a payment, the system creates reversing general ledger entries based on current general ledger information rather than distribution history.
    Tips Calculation

    Select whether Tip Calculation (TP135) is a required program in the payroll cycle.

    Overtime Calculation

    Select whether FLSA Overtime Calculation (PR132) is a required program in the payroll cycle.

  5. If you want to override the company's security level at the process level, select the security level and location in the Lvl (Level) and Location fields.
    Note: On Company (HR00), the Use Multiple Currencies field must be flagged to "Yes" in order to assign a different currency to a process level.
  6. If the process level uses a different currency than the company, select a currency in the Currency field.
  7. If the process level uses different bank accounts for regular purposes or for direct deposit than the company, enter the information on the Bank tab. Use the following guidelines to enter field values:
    Bank Code

    A code that associates the bank account with a General Ledger cash account for the company's payroll payments.

    Direct Deposit Company ID

    (U.S. only) The company's direct deposit ID number.

    Immediate Destination

    Type the routing number of the direct deposit operator or receiving point where you send the file.

    If you do not type a routing number, the system uses the originating DFI as the immediate destination on the File Header Record on the direct deposit tape file. This is referenced by the check printing programs when creating the TAPE file for ACH transactions:

    • Immediate Destination (bTTTTAAAAC) in the File Header Record NACHA details: This 10 character field begins with a blank in the first position, followed by the four digit Federal Reserve Routing Symbol, the four digit ABA Institution Identifier, and the Check Digit (bTTTTAAAAC).

    Immediate Origin

    (U.S. only) The routing number of the direct deposit operator or sending point of the file.

  8. If the process level uses different General Ledger accounts than the company, select the accounts on the Accounts tab.
  9. If the process level uses different tax options than the company, select them on the Tax tab. Use the following guidelines to enter field values:
    Tax Company

    The Tax Company you want to associate with this process level. The Tax Company you type here determines:

    • Unemployment experience rates for U.S.companies.

    • Employment insurance rates for Canadian companies.

    • Overrides of miscellaneous taxes for this process level.

    Reciprocal Calculations

    (U.S. only) Select whether the system is to perform state reciprocal calculations.

    Local Maximum

    (U.S. only) Select whether the company uses the Local Maximum (coterminous) taxing method provided by BSI. This does not apply to ALLTAX.

    The local maximum tax method is used for overlapping jurisdictions that concurrently impose taxes. The rate in each jurisdiction is limited to a percentage of the maximum permissible rate. Local maximum is used primarily in Pennsylvania.

    Employee Tax Address

    (U.S. only) The address you want BSI TaxLocator to use to determine the employee "live" location. This does not apply to ALLTAX.

    Employee Tax Filter

    Select the level of taxes that should be assigned by TaxLocator. For example: all, federal and state, or federal. This field does not apply to ALLTAX.

    Employee Tax Message Level

    Select the message level that should be stored in the Tax Engine database for the company and all process levels. This does not apply to ALLTAX.

    Tax Form Validation

    (U.S. only) The type of forms that are valid for tax reporting of pension payments for this process level.

    Local Reciprocal Calculations

    This will engage alternate reciprocity rules for PA locals as determined under PA Local House Bill 172.

    Business Number

    (Canada only) The business number you want to use for this company. The business number is a Lawson code that represents the business number for Canada employers.

    Quebec Enterprise Number Group

    (Canada only) The Quebec enterprise number group you want to use for this company. The Quebec enterprise number group is a Lawson code that represents the business number for Quebec employers.

    Maximum CPP/EI Indicator

    (Canada only) Select whether to use the maximum pension plan and employment insurance deduction for federal tax credits.

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